Carrier Analyst, Newport
Posted 2025-08-23
Remote, USA
Full Time
Immediate Start
<p style="text-align:left">Newport, an Ascensus company, helps employers offer their associates a more secure financial future through <u>retirement plans</u>, <u>insurance</u> and <u>consulting services</u>. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.</p><p><b><span>Job Summary</span></b><span>: </span><span>Develops and maintains key relationships with insurance carriers to ensure reporting requirements and requests for information are completed in a timely and accurate manner.</span></p><p></p><p><b><span>Essential Functions </span></b><i>Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions</i><span>.</span></p><p></p><ul><li><span>Proactively requests policy values/data from insurance carrier partners for all enforce policies.</span></li><li><span>Reviews and analyzes data received to ensure accuracy and uploads into Client Reporting system.</span></li><li><span>Works independently to manage assigned workload and identify product and values related issues requiring additional attention and works independently to resolve.</span></li><li><span>Communicates issues to internal associates and works with carrier to resolve discrepancies.</span></li><li><span>Serves as a resource for other team members and assists with insurance related questions or issues.</span></li><li><span>Works in a team environment building partnerships across departments at Newport.</span></li><li><span>Takes ownership and initiative to ensure client expectations are met, including follow through, follow-up and understanding when and how to involve others.</span></li><li><span>Effectively collaborate with others, seeks/conveys information, initiates action, and adapts to change.</span></li><li><span>Works under pressure in a very fast-paced, demanding work environment </span></li><li><span>Focuses on learning in everyday activities and events </span></li><li><span>Collaborates with and openly shares knowledge with colleagues</span></li><li><span>Presents information and responds to questions from management, co-workers and clients</span></li><li>Regular, reliable, and punctual attendance</li></ul><p><b><span>Management Responsibilities</span></b></p><ul><li><span>n/a</span></li></ul><p></p><p><b><span>Required Education, Experience and Certificates, Licenses, Registrations </span></b></p><ul><li><span>Bachelor's degree from an accredited university OR equivalent combination of education and work experience.</span></li><li><span>Must have advanced MS Office skills, especially in use of Excel.</span></li></ul><p></p><p><b><span>Preferred (but not required) education or skills for this role</span></b></p><ul><li>Mathematics, Accounting, Finance and Business backgrounds are a plus.</li></ul><p><b><span>Competencies</span></b></p><ul><li><span>Detail Oriented</span></li><li><span>Flexibility</span></li><li><span>Planning and Organizing </span></li><li><span>Thoroughness </span></li><li><span>Project Management</span></li><li><span>Written and Oral Communication Skills</span></li><li><span>Time Management</span></li></ul><ul><li><span>Initiative</span></li><li><span>Collaboration</span></li><li><span>Teamwork</span></li><li><span>Analytical</span></li></ul><p></p><p></p><p><b><span>TRAVEL: Up to </span></b><span>5 %. </span></p><p></p><p></p><p><b><span>OTHER DUTIES</span></b></p><p><span>Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.</span></p><p><i><span>Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com </span></i> <i><span>or @futureplan.com</span></i> <i><span>email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.</span> </i></p>